Certified Financial Planner™, Accredited Investment Fiduciary™
Portfolio Resources Advisor Group, Inc.
Helping Socially Conscious Investors Define & Achieve Their Highest Goals
I help socially and environmentally conscious investors define and achieve their highest goals. I enjoy working with creative, thoughtful, and intentional people who ask "the big questions" and lead interesting lives. I help them to secure their financial future and make a positive impact with their money on their community and the world.
My approach to financial and life planning and asset management focuses first on client needs and values. With this solid foundation, I then craft, implement, and monitor strategic action plans to help them achieve their goals. Helping clients accomplish what is truly important to them is highly energizing and rewarding, but also challenging. I feel that developing collaborative long-term client relationships is the key to success.
I offer four main services:
Additionally, I teach socially responsible investing workshops and offer social and environmental screening of investments.
Harry Moran is an Investment Advisor Representative with Portfolio Resources Advisor Group, Inc., an SEC Registered Investment Advisor (SEC File #801-111808), a Portfolio Resources Group Company, 800 Brickell Avenue, Suite 903, Miami, Florida 33131, (305) 732-0299, firstname.lastname@example.org, https://www.prginc.net/advisors.php.
Harry Moran is also a Registered Representative of Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI.
Harry Moran subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisor representative of First Affirmative Financial Network. First Affirmative is not an affiliate or subsidiary of Portfolio Resources Advisor Group, Inc., nor of Portfolio Resources Group, Inc.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).